CRD: 174699
Balanced Wealth Management, Llc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AlphaBeacon wave +more
- Established Date
- 02-09-2015
- Office Locations
- 1
Office Locations
About Balanced Wealth Management, Llc.
Balanced Wealth Management, LLC is an East Greenwich, RI RIA focused on helping local families and retirees transition into a secure retirement. The team delivers holistic financial and investment planning (retirement, tax and estate coordination, and insurance guidance) with an asset-allocation and risk-management approach using public funds and ETFs. A distinctive offering is its NIL financial literacy program that mentors college athletes on budgeting, diversification, and goal-setting. Custody includes Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT NICHOLAS AUCLAIR
Chief Compliance Officer, Principal
- CRD
- #2999541
- Ownership
- 75% or more
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WILLIAM BAKER HERBERT
--
- CRD
- #7628823
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,959,984 | $202,704 |
| Non-Discretionary | $0 | -- |
| Total | $101,959,984 | $202,704 |
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Separately Managed Accounts
Total SMA Asset: $101,959,984
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $780,404,565 | 24.8% |
| Equity - Exchange | $1,208,368,359 | 38.4% |
| Municipal Bonds | $1,158,019,678 | 36.8% |
| Total | $3,146,792,602 | 100.0% |